TSMC May Raise Advanced Chip Prices 5–10% in 2026

Recently, industry sources revealed that TSMC is preparing to raise wafer foundry prices for its advanced process nodes—including 5nm, 4nm, 3nm, and 2nm—by about 5% to 10% starting in 2026.

The move comes as the company faces pressure from tariffs, currency fluctuations, and supply chain inefficiencies. Reports suggest that supply chain disruptions have already affected TSMC's profit margins, prompting the price adjustment.

Key customers such as NVIDIA and Apple are expected to feel the impact, as their most advanced chip designs rely heavily on TSMC’s leading-edge nodes. At the same time, the company is reportedly planning to lower prices for its mature nodes, creating a more balanced pricing strategy across product lines.

Another factor behind the increase is the recent appreciation of the New Taiwan Dollar, which has made it harder for TSMC to sustain margins without adjusting its pricing.

Meanwhile, TSMC continues to expand aggressively in the United States. The company has ramped up investment in its Arizona fabs, adding new production lines for advanced packaging and next-generation chip manufacturing. With plans to extend its roadmap to 2nm and beyond, TSMC also intends to establish a dedicated packaging supply chain in the U.S.

Given TSMC's dominant position in the foundry market—holding over 50% global share—industry analysts note that the pricing shift was widely anticipated. Despite the planned increase, TSMC is still seen as offering competitive value for cutting-edge process technology.